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Embedded Control Applications II               MP10-1


week       lecture                    topics
  10    Embedded     - Servo-motor control
        Control      - Stepper motor control
        Applications
        II
Embedded Control Applications II                    MP10-2


 Control of a DC servo-motor
  - The control of a DC servo motor is another common
    task in robotics / mechatronics; DC servo-motors
    combine regular DC-motors with a gear-box and an
    encoder/potentiometer to form a position control loop
  - Being position controlled, the drive shaft of a servo-
    motor can only assume a limited range of angular
    positions (typically ±90° or less)
  - The set-point is a Pulse Width Modulated (PWM)
    signal with a period of commonly around 20 ms and
    duty cycles of 2% to 10% (~0.5 ms to ~2.5 ms)
Embedded Control Applications II                   MP10-3


 Control of a DC servo-motor
                                   Encoder / Potentiometer




                                                     Power
                                                     amplifier




         Gear-box                   DC motor
Embedded Control Applications II                             MP10-4


 Control of a DC servo-motor
  - Servo-motors have 3 wires: Vsupp, VGND and signal

  - Only the signal line interfaces to the microcontroller –
    the current carrying supply lines need to be connected to
    a sufficiently powerful supply; typical supply voltages
    range between 6 V and 30 V
                                                     red


             10% duty cycle                 6 V DC

                                                     black


    yellow

                 20 ms
Embedded Control Applications II                     MP10-5


 Control of a DC servo-motor
 A small DC servo-motor is to be driven using an edge
 aligned PWM signal on P7.3 (period: 20 ms). The duty
 cycle is to be controlled by the analogue voltage applied
 to ADC channel 4, which is also logged on a terminal
 connected to ASC port S0 (57600 bps)
              P5.4                                    5V
                       PORT 5                              10 V
                                                0V
              PORT 3




                                PORT 7




                                                     S
       RxD
                                         P7.3
       TxD                                               0V
Embedded Control Applications II                     MP10-6


 Control of a DC servo-motor
  - This is essentially the program developed in lecture
    MP9; the period of the PWM signal has to be adjusted
    to 20 ms and the duty cycle needs limited to the range
    from 3 % (0.6 ms) to 10 % (2 ms)
  - To produce the required 20 ms signal (50 Hz) the
    PWM module needs to be set up with a pre-scale
    factor of 1/64; a 12-bit resolution is to be expected
    (mode: 0), i. e. 20⋅10-3/4096 ≈ 4.88⋅10-6 s ≈ 5 µs
Embedded Control Applications II               MP10-7


 Control of a DC servo-motor
  - Running the modified program on the C167 confirms
    a 20 ms period with pulses ranging from 0.6 ms
    (setting: 0 %) to 2 ms (setting: 100 %)
Embedded Control Applications II                   MP10-8


 Control of a DC servo-motor
  - The terminal logs the current position as a percentage
    of the range of admissible pulse widths
Embedded Control Applications II                       MP10-9


 Control of a stepper motor [1]
  - A stepper motor is an electromechanical device which
    converts electrical pulses into discrete mechanical
    movements

  - The shaft or spindle of a stepper motor rotates in discrete
    step increments when electrical command pulses are
    applied to it in the proper sequence

  - This sequence is directly related to the direction of
    rotation of the motor shaft; the speed of the rotation is
    directly related to the frequency of the applied pulse
    sequence
Embedded Control Applications II                         MP10-10


 Control of a stepper motor
  Stepper motors have the following characteristics:
  - The rotation angle of the motor is predictably related to the
    input pulse pattern

  - The motor has full torque at stand-still (if the windings are
    energized)

  - Precise positioning and repeatability of movement; good
    stepper motors have an accuracy of 3 – 5 % of a step –
    this error is non-cumulative from step to step

  - Excellent response to starting, stopping, reversing
Embedded Control Applications II                        MP10-11


 Control of a stepper motor
  Stepper motors have the following characteristics:
  - Stepper motors are brushless and thus very reliable; their
    life span usually only depends on their bearings
  - They allow for accurate open-loop control; the position
    can be tracked simply by counting pulses
  - They allow for very low speed synchronous operation
    with loads that are directly coupled to the shaft
  - Improper control may cause resonance phenomena
  - Difficult to operate at extremely high speeds
Embedded Control Applications II                       MP10-12


 Control of a stepper motor
  Three different kinds of stepper motors exist:
  - Variable-reluctance (VR) stepper motors consist of a soft
    iron multi-toothed rotor and a wound stator

  - Energizing the stator windings
    with DC currents causes the
    poles to be magnetized

  - Rotation occurs when the rotor
    teeth are attracted to the
    energized stator poles
Embedded Control Applications II                    MP10-13


 Control of a stepper motor
  Three different kinds of stepper motors exist:
  - Permanent-Magnet (PM) stepper motors (‘tin can’) are
    low cost and low resolution type motors – typical step
    angles range from 7.5° to 15°
  - The rotor no longer has teeth (cf. VR
    motor), but is magnetized with
    alternating north and south poles
  - The increased magnetic flux
    intensity gives the PM motor an
    improved torque characteristic
Embedded Control Applications II                   MP10-14


 Control of a stepper motor
  Three different kinds of stepper motors exist:
  - Hybrid (HB) stepper motors combine the best features of
    PM and VR type stepper motors; step angles vary from
    3.6° to 0.9° (100 – 400 steps per revolution)
  - The rotor is teethed with an
    axially magnetized concentric
    magnet around the shaft
  - The teeth on the rotor help guiding
    the magnetic flux; this leads to
    increased performance
Embedded Control Applications II                   MP10-15


 Control of a stepper motor
  - The stator windings need to be energized in such a way
    as to generate a rotating magnetic field; the rotor
    follows this field due to magnetic attraction
  - Two-phase example:
    Energizing the windings
    using a B-A-B-A-B-…
    pattern leads to clockwise
    rotation
  - The rotational speed
    depends on the frequency of
    the alternating sequence
Embedded Control Applications II                       MP10-16


 Control of a stepper motor
  - The torque of a stepper motor depends on the step rate
    as well as the intensity of the magnetic flux in the
    windings which, in turn, is proportional to the drive
    current
  - A stepper motor usually has 2 phases; more complicated
    designs with 3 and even 5 phases exist
  - A pole can be defined as one of the regions where the
    magnetic flux density is concentrated; there are poles
    on both the rotor as well as on the stator
  - Increasing the number of poles on rotor and/or stator leads
    to smaller basic stepping angles (full step)
Embedded Control Applications II                    MP10-17


 Control of a stepper motor
  - Example: Unipolar 2-phase stepper motor with one pair
    of poles per phase and one pair of rotor poles

  - The flux can be
    reversed by switching
    the supply from phase
    A/B to phase A/B
Embedded Control Applications II                    MP10-18


 Control of a stepper motor
  - Example: Bipolar 2-phase stepper motor with one pair of
    poles per phase and one pair of rotor poles

  - The flux can be
    reversed by swapping
    the + and - terminals of
    the supply

  - 8 full step positions are
    possible (basic step
    angle: 45°)
Embedded Control Applications II                     MP10-19


 Control of a stepper motor
  - The most common stepping modes are wave drive, full
    step drive and half step drive
  - In a wave drive system only one phase is energized at
    any given time; sequence: A → B → A → B … leads
    to steps from 8 → 2 → 4 → 6 (see MP10-18)
  - In a full step drive system two phases are energized at
    any time; sequence: AB → AB → AB → AB … leads
    to steps from 1 → 3 → 5 → 7 (see MP10-18)
  - A half step drive system combines the above two modes;
    sequence: AB → B → AB → A → AB → B → AB → A
    … (1 → 2 → 3 → 4 → 5 → 6 → 7 → 8)
Embedded Control Applications II                     MP10-20


 Control of a stepper motor
  - The advantage of full step drive over wave drive is
    that, at any given time, a full step system uses 50% of
    the available windings whereas the equivalent wave
    drive system only uses 25%
  - Furthermore, unipolar stepper motors only use 50% of
    each winding to build up the magnetic flux; bi-polar
    stepper motors on the other hand use the full winding
    and therefore produce more torque
  - Microstepping systems continuously vary the current
    amplitude in the windings to break up a basic step into
    many smaller discrete steps
Embedded Control Applications II                       MP10-21


 Control of a stepper motor
  - The stiffness of a stepper motor can be increased by
    increasing its holding torque (TH); moving the drive shaft
    away from an equilibrium position (rotor and stator poles
    are aligned) leads to an opposing torque which increases
    until TH is reached

  - Beyond the holding
    torque, the rotor position
    becomes unstable and it
    moves until it is aligned
    with the next stator pole
Embedded Control Applications II                    MP10-22


 Control of a stepper motor
  - The torque vs. speed characteristic of a stepper motor
    indicates its pull-in curve (defines a region at which
    the motor can be started/stopped without loss of
    synchronism)…

  - … as well as its pull-out
    curve (limits the slew
    region, i. e. the region
    within which the motor
    can be operated without
    loss of synchronism)
Embedded Control Applications II                     MP10-23


 Control of a stepper motor


  - The time-domain response of
    a single step is subject to load
    conditions and the maximum
    required acceleration

  - Driving the motor at frequencies near the natural
    frequency of the rotor can lead to resonance; this
    resonance manifests itself in a sudden loss or drop in
    torque at certain speeds which can lead to loss of
    synchronism
Embedded Control Applications II                    MP10-24


 Control of a stepper motor
  - The driver of a stepper motor can be implemented
    using a microcontroller; the controller needs to
    produce the required pulse sequence and interface to
    an array of inverters or power MOSFETs
  - This would only be done for educational purposes; in
    the ‘real world’ a stepper motor driver chip would be
    used (cost: ‘a few dollars’)
  - This reduces the task to the provision of a pulse
    sequence, the frequency of which defines the rotational
    speed, and a directional signal (fw. / rev.)
Embedded Control Applications II                      MP10-25


 Control of a stepper motor
  - A typical design of a stepper motor driver is shown
    below; note that the transistors of the power amplifier
    often have to be implemented externally
Embedded Control Applications II                      MP10-26


 Further reading:

 [1]
       Douglas W. Jones, Control of Stepping Motors – A
       Tutorial, http://www.cs.uiowa.edu/~jones/step/,
       accessed: January 2005
 [2]
       ELF/DWARF, Free Standards Group – Reference
       Specifications, www.linuxbase.org/spec/refspecs/,
       accessed: January 2005
 [3]
       The GCC Project, Free Software Foundation,
       gcc.gnu.org/, accessed: January 2005

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Mp10

  • 1. Embedded Control Applications II MP10-1 week lecture topics 10 Embedded - Servo-motor control Control - Stepper motor control Applications II
  • 2. Embedded Control Applications II MP10-2 Control of a DC servo-motor - The control of a DC servo motor is another common task in robotics / mechatronics; DC servo-motors combine regular DC-motors with a gear-box and an encoder/potentiometer to form a position control loop - Being position controlled, the drive shaft of a servo- motor can only assume a limited range of angular positions (typically ±90° or less) - The set-point is a Pulse Width Modulated (PWM) signal with a period of commonly around 20 ms and duty cycles of 2% to 10% (~0.5 ms to ~2.5 ms)
  • 3. Embedded Control Applications II MP10-3 Control of a DC servo-motor Encoder / Potentiometer Power amplifier Gear-box DC motor
  • 4. Embedded Control Applications II MP10-4 Control of a DC servo-motor - Servo-motors have 3 wires: Vsupp, VGND and signal - Only the signal line interfaces to the microcontroller – the current carrying supply lines need to be connected to a sufficiently powerful supply; typical supply voltages range between 6 V and 30 V red 10% duty cycle 6 V DC black yellow 20 ms
  • 5. Embedded Control Applications II MP10-5 Control of a DC servo-motor A small DC servo-motor is to be driven using an edge aligned PWM signal on P7.3 (period: 20 ms). The duty cycle is to be controlled by the analogue voltage applied to ADC channel 4, which is also logged on a terminal connected to ASC port S0 (57600 bps) P5.4 5V PORT 5 10 V 0V PORT 3 PORT 7 S RxD P7.3 TxD 0V
  • 6. Embedded Control Applications II MP10-6 Control of a DC servo-motor - This is essentially the program developed in lecture MP9; the period of the PWM signal has to be adjusted to 20 ms and the duty cycle needs limited to the range from 3 % (0.6 ms) to 10 % (2 ms) - To produce the required 20 ms signal (50 Hz) the PWM module needs to be set up with a pre-scale factor of 1/64; a 12-bit resolution is to be expected (mode: 0), i. e. 20⋅10-3/4096 ≈ 4.88⋅10-6 s ≈ 5 µs
  • 7. Embedded Control Applications II MP10-7 Control of a DC servo-motor - Running the modified program on the C167 confirms a 20 ms period with pulses ranging from 0.6 ms (setting: 0 %) to 2 ms (setting: 100 %)
  • 8. Embedded Control Applications II MP10-8 Control of a DC servo-motor - The terminal logs the current position as a percentage of the range of admissible pulse widths
  • 9. Embedded Control Applications II MP10-9 Control of a stepper motor [1] - A stepper motor is an electromechanical device which converts electrical pulses into discrete mechanical movements - The shaft or spindle of a stepper motor rotates in discrete step increments when electrical command pulses are applied to it in the proper sequence - This sequence is directly related to the direction of rotation of the motor shaft; the speed of the rotation is directly related to the frequency of the applied pulse sequence
  • 10. Embedded Control Applications II MP10-10 Control of a stepper motor Stepper motors have the following characteristics: - The rotation angle of the motor is predictably related to the input pulse pattern - The motor has full torque at stand-still (if the windings are energized) - Precise positioning and repeatability of movement; good stepper motors have an accuracy of 3 – 5 % of a step – this error is non-cumulative from step to step - Excellent response to starting, stopping, reversing
  • 11. Embedded Control Applications II MP10-11 Control of a stepper motor Stepper motors have the following characteristics: - Stepper motors are brushless and thus very reliable; their life span usually only depends on their bearings - They allow for accurate open-loop control; the position can be tracked simply by counting pulses - They allow for very low speed synchronous operation with loads that are directly coupled to the shaft - Improper control may cause resonance phenomena - Difficult to operate at extremely high speeds
  • 12. Embedded Control Applications II MP10-12 Control of a stepper motor Three different kinds of stepper motors exist: - Variable-reluctance (VR) stepper motors consist of a soft iron multi-toothed rotor and a wound stator - Energizing the stator windings with DC currents causes the poles to be magnetized - Rotation occurs when the rotor teeth are attracted to the energized stator poles
  • 13. Embedded Control Applications II MP10-13 Control of a stepper motor Three different kinds of stepper motors exist: - Permanent-Magnet (PM) stepper motors (‘tin can’) are low cost and low resolution type motors – typical step angles range from 7.5° to 15° - The rotor no longer has teeth (cf. VR motor), but is magnetized with alternating north and south poles - The increased magnetic flux intensity gives the PM motor an improved torque characteristic
  • 14. Embedded Control Applications II MP10-14 Control of a stepper motor Three different kinds of stepper motors exist: - Hybrid (HB) stepper motors combine the best features of PM and VR type stepper motors; step angles vary from 3.6° to 0.9° (100 – 400 steps per revolution) - The rotor is teethed with an axially magnetized concentric magnet around the shaft - The teeth on the rotor help guiding the magnetic flux; this leads to increased performance
  • 15. Embedded Control Applications II MP10-15 Control of a stepper motor - The stator windings need to be energized in such a way as to generate a rotating magnetic field; the rotor follows this field due to magnetic attraction - Two-phase example: Energizing the windings using a B-A-B-A-B-… pattern leads to clockwise rotation - The rotational speed depends on the frequency of the alternating sequence
  • 16. Embedded Control Applications II MP10-16 Control of a stepper motor - The torque of a stepper motor depends on the step rate as well as the intensity of the magnetic flux in the windings which, in turn, is proportional to the drive current - A stepper motor usually has 2 phases; more complicated designs with 3 and even 5 phases exist - A pole can be defined as one of the regions where the magnetic flux density is concentrated; there are poles on both the rotor as well as on the stator - Increasing the number of poles on rotor and/or stator leads to smaller basic stepping angles (full step)
  • 17. Embedded Control Applications II MP10-17 Control of a stepper motor - Example: Unipolar 2-phase stepper motor with one pair of poles per phase and one pair of rotor poles - The flux can be reversed by switching the supply from phase A/B to phase A/B
  • 18. Embedded Control Applications II MP10-18 Control of a stepper motor - Example: Bipolar 2-phase stepper motor with one pair of poles per phase and one pair of rotor poles - The flux can be reversed by swapping the + and - terminals of the supply - 8 full step positions are possible (basic step angle: 45°)
  • 19. Embedded Control Applications II MP10-19 Control of a stepper motor - The most common stepping modes are wave drive, full step drive and half step drive - In a wave drive system only one phase is energized at any given time; sequence: A → B → A → B … leads to steps from 8 → 2 → 4 → 6 (see MP10-18) - In a full step drive system two phases are energized at any time; sequence: AB → AB → AB → AB … leads to steps from 1 → 3 → 5 → 7 (see MP10-18) - A half step drive system combines the above two modes; sequence: AB → B → AB → A → AB → B → AB → A … (1 → 2 → 3 → 4 → 5 → 6 → 7 → 8)
  • 20. Embedded Control Applications II MP10-20 Control of a stepper motor - The advantage of full step drive over wave drive is that, at any given time, a full step system uses 50% of the available windings whereas the equivalent wave drive system only uses 25% - Furthermore, unipolar stepper motors only use 50% of each winding to build up the magnetic flux; bi-polar stepper motors on the other hand use the full winding and therefore produce more torque - Microstepping systems continuously vary the current amplitude in the windings to break up a basic step into many smaller discrete steps
  • 21. Embedded Control Applications II MP10-21 Control of a stepper motor - The stiffness of a stepper motor can be increased by increasing its holding torque (TH); moving the drive shaft away from an equilibrium position (rotor and stator poles are aligned) leads to an opposing torque which increases until TH is reached - Beyond the holding torque, the rotor position becomes unstable and it moves until it is aligned with the next stator pole
  • 22. Embedded Control Applications II MP10-22 Control of a stepper motor - The torque vs. speed characteristic of a stepper motor indicates its pull-in curve (defines a region at which the motor can be started/stopped without loss of synchronism)… - … as well as its pull-out curve (limits the slew region, i. e. the region within which the motor can be operated without loss of synchronism)
  • 23. Embedded Control Applications II MP10-23 Control of a stepper motor - The time-domain response of a single step is subject to load conditions and the maximum required acceleration - Driving the motor at frequencies near the natural frequency of the rotor can lead to resonance; this resonance manifests itself in a sudden loss or drop in torque at certain speeds which can lead to loss of synchronism
  • 24. Embedded Control Applications II MP10-24 Control of a stepper motor - The driver of a stepper motor can be implemented using a microcontroller; the controller needs to produce the required pulse sequence and interface to an array of inverters or power MOSFETs - This would only be done for educational purposes; in the ‘real world’ a stepper motor driver chip would be used (cost: ‘a few dollars’) - This reduces the task to the provision of a pulse sequence, the frequency of which defines the rotational speed, and a directional signal (fw. / rev.)
  • 25. Embedded Control Applications II MP10-25 Control of a stepper motor - A typical design of a stepper motor driver is shown below; note that the transistors of the power amplifier often have to be implemented externally
  • 26. Embedded Control Applications II MP10-26 Further reading: [1] Douglas W. Jones, Control of Stepping Motors – A Tutorial, http://www.cs.uiowa.edu/~jones/step/, accessed: January 2005 [2] ELF/DWARF, Free Standards Group – Reference Specifications, www.linuxbase.org/spec/refspecs/, accessed: January 2005 [3] The GCC Project, Free Software Foundation, gcc.gnu.org/, accessed: January 2005